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Provides member-focused branch service through routine transactions, account opening, basic consumer loan origination and servicing, digital banking education, and needs-based product recommendations. Works toward entry-level sales goals and conducts occasional outbound outreach. Follows established workflows, compliance requirements, and cash-handling procedures while escalating complex issues and referring specialized needs. Participates in training and coaching to build foundational financial services knowledge.

Front-line member-facing role processing daily financial transactions, balancing cash drawers, assisting with deposit and loan services, ensuring BSA/AML compliance, resolving member issues, and consultatively promoting financial products to grow accounts and deepen member relationships.

Originate and manage commercial loan and deposit relationships for the credit union. Prospect and close new business, analyze tax returns and financial statements, approve loans within authority, manage sales pipeline and marketing activities, and deliver high-quality member service and referral development.

Provides member-focused financial service in a credit union branch by processing teller transactions, opening deposit accounts, supporting standard consumer loan origination, educating members on digital banking, and identifying product needs. The role works toward individual and branch sales goals through consultative conversations and occasional outbound calling. Responsibilities also include compliance with BSA/AML, OFAC, privacy, and operational procedures, with non-routine matters escalated to senior staff.

Lead and manage lending product and analytics team to deliver product roadmaps, ensure regulatory compliance, oversee operational controls, monitor KPIs, drive process improvements, and resolve member service issues. Coach and develop staff, allocate resources, coordinate cross-functional initiatives, and translate analytics into actionable product and operational recommendations to meet credit union goals.

Owns marketing strategy for Sunward’s lending or deposit product portfolio. Develops positioning, messaging, go-to-market plans, campaign calendars, creative briefs and foundational content. Partners with portfolio stakeholders, agencies, compliance and cross-functional teams to execute initiatives, monitor performance, interpret market and competitive insights, and recommend improvements. Supports product growth across acquisition, adoption, engagement, retention and relationship expansion while ensuring accurate, compliant marketing communications.

Owns marketing strategy for a lending or deposit product portfolio. Develops positioning, messaging, go-to-market strategies, campaign plans, content, briefs, roadmaps and performance recommendations. Partners with product stakeholders, analysts, compliance, operations, agencies and frontline teams to execute initiatives, monitor results, ensure regulatory accuracy and support acquisition, adoption, engagement, retention and relationship growth.

Provides consultative financial services in a credit union branch, managing member onboarding, deposit products, consumer loan origination and closing, relationship growth, and sales pipelines. Resolves complex member and lending issues while maintaining compliance with BSA/AML, OFAC, privacy, and operational risk standards. Acts as a branch subject matter resource, coaches peers, supports process improvements, and occasionally serves as Manager on Duty.

Provide friendly, accurate branch service and process routine transactions while meeting entry-level sales goals. Open deposit accounts, support standard consumer loan intake, perform teller functions, and proactively outreach to deepen member relationships. Follow established workflows, ensure compliance with BSA/AML and privacy rules, escalate exceptions, and participate in training and coaching to develop product and system knowledge.

Lead corporate finance activities including M&A, debt issuance, investment portfolio and balance sheet strategy. Develop analytical reporting, support ALCO and Board decision-making, partner with cross-functional teams, manage external counterparties, and drive continuous improvement of financial models and processes to support growth.